Terry Schott
Assisting people and companies in achieving their financial and family goals
- Role
- Financial Advisor at Thrivent
- Location
- Stevens Point, WI, US
- LinkedIn followers
- 500 followers
About Terry Schott
Treat others in the same way you would want them to treat you” - Luke 6:31 I am…
Experience
Financial Advisor
Mar 2016 — Present · Stevens Point, WI, US
I\'m part of a team of financial professionals who share my commitment to service. That means I have the opportunity to work one-on-one with you to help you address your financial goals. At the same time, I have access to additional resources and the knowledge of other financial representatives on our team. The result is a more in-depth level of service that ensures your specific financial needs and goals are addressed. In addition, I am an active volunteer in my congregation at Woodlands Church and other community organizations such as the Salvation Army of Stevens Point and Junior Achievement. I am most energized assisting in Missions at Woodlands Church.
Skills
- Project Management
- Outlook
- Microsoft Office
- Commercial Lending
- Retail Banking
- Accounting
- Windows
- Credit
- Customer Service
- Commercial Mortgages
- Series 7
- Small Business Lending
- Strategic Planning
- Mortgage Lending
- Portfolio Management
- Loans
- Business Development
- Philanthropy
- Credit Risk
- Financial Analysis
- Investments
- Commercial Banking
- Cash Management
- Credit Analysis
- Public Relations
- Public Speaking
- Fundraising
- Underwriting
- Banking
- Risk Management
- Team Management
- Budgets
- Consumer Lending
- Team Building
- Management
- Event Planning
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